E2Open Supplier Overview: Reports & Analytics
Transcript of E2Open Supplier Overview: Reports & Analytics
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E2Open Supplier Overview: Reports & Analytics
Suppliers JCI
Rev 2 – Mar 2020
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Johnson Controls Inc.-INTERNAL-(Peter Daniel)
JCI E2Open
E2Open Reports and Analytics
• System Overview and Access
• Reports Navigation
• Report Filtering
• Bookmarks and Stories
• Exporting
Rev 2- Mar 2020
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E2Open Report Overview and Access
Suppliers JCI
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E2Open Reports and Analytics Overview
• E2 Analytics (Analytics) provides analysis and performance management capabilities over the transactional
and planning data contained in E2open applications.
• Analytics extracts data from E2open applications and provides a variety of reports that illustrate the
performance of a supply chain
• Reports/Dashboards: The reports/dashboards are produced using Qlik Sense, a third-party tool. Out-of-
the-box reports and dashboards are provided to Standard Users.
• The data is stored in an Analytics optimized data warehouse separate from the application database. There
will be a lag in very recent changes being synched between E2Open applications and Analytics. Sync
occurs once day.
• Reports are visible in the Process Manager Solution (E2Open Analytics) and in Information Manager
• Most JCI Users (Buyer Admins, Suppliers etc.) will be Standard Users: able to Read and View all
sheets/reports available in Analytics.
• A user’s role in Process Manager will define what data they can see in Analytics and Information Manager
• View can change depending on screen size, make sure to zoom out to a comfortable distance to access all
features
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Accessing Reports from Information Manager
1. Log into E2Open
2. Click on Information Manager
Users must have access to Information Manager to access reports, if you do not have access to Information
Manager please contact your E2Open support team
Users must have access to Process Manager, as well to view reports in Information Manager, as your role in
Process Manager defines what you see in the Reports
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Accessing Reports from Information Manager
3. Click (A) Menu, then (B) BuySide
4. Click on the Report you wish to view
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A
B
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Accessing Reports from Process Manager
1. Log into E2Open
2. Click on Process Manager
Note: Users must have access to Information Manager as well to access reports in Process Manager, if you do not
have access to Information Manager please contact your E2Open support team
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Accessing Reports from Process Manager
3. Click (A) Menu, then (B) E2Open Analytics.
4. Click the module you desire to view reports for(C) (For ex: click Discrete Order Management to view
reports on Discrete Orders)
The reports/sheets for this module will appear (D)
Make sure to zoom out if using a smaller screen
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B
A
C
D
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E2Open Reports Navigation
Suppliers JCI
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Concept of “Apps” and “Sheets”
In Analytics the different E2Open sections are referred to as Apps
For example, “Discrete Order Management” and “Forecast Inventory History” are 2 different “Apps”.
An “App” is a report folder that contains
Sheets, Bookmarks, Stories and Data
Items (Dimensions, Visualizations and
Measures) that can be reused within the
App.
In Analytics the different
reports are referred to as “Sheets”
Sheets may contain tables and
Graphical representations of data such
as charts and graphs.
“App”
“Sheet”
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Base Sheets and Community Sheets
A. Base sheets: E2open canned reports and/or the pre-configured sheets are here.
B. Community: stores reports that are created by Design users and published for desired audience to see
and use
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AA
B
The number in parenthesis [ex: Base
Sheets (5) ] indicates the total number of
sheets in the applicable section
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Reports Available by Section (App)
Pre-configured reports in Discrete Order Management App:
Report Name: Description:
• Supplier On-Time Delivery
• Supplier Demand Fulfillment
Performance
• Order Change
• Receipt Vs Commit Accuracy
Not being used by JCI.
Supplier On-Time
Delivery (Receipts)This sheet displays how well the supplier meets the order
request and promise date by comparing and matching the
purchase order to the receipt, for each line. This report’s %
Metrics are either 0 or 100, denoting pass or fail, allowing a 2
business day buffer. The sheet displays a visualization of
OTD by Month, and Table for OTD by Site and by Supplier,
as well.
Received Orders missing
Supplier CommitThis sheet displays received orders that do not have supplier
response
Received Orders missing
Shipments (ASN’s)This sheet displays received orders where the supplier has
not created an ASN
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Reports Available by Section (App)
Pre-configured reports in Discrete Order Management App:
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Report Name: Description:
ASN’s created before
Goods Receipt (ASN Compliance Report) This sheet displays if a supplier
had created an ASN before the receipt in E2Open.The order
may or may not have a goods receipt in the system. This
report has a table with the order, shipment and receipt details.
Also, a table and line chart displaying ASN Compliance %
Orders Accepted
within 48 Hours (P.O. Response Compliance) This sheet displays the
response status of an order: No Response, Late (responded
to after 48 hours), or On Time. This report has a table with
order details. Also, a table and Bar Chart with Order
Compliance %
Open Orders Displays all orders which are open (New, Open, and
Accepted)
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Reports Available by Section (App)
Pre-configured reports in Forecast Inventory App:
Report Name: Description:
Forecast Waterfall Displays forecast data from different planning cycles for version
to version comparison and analysis. Provides a quick overview of
how the forecast has fluctuated over time, which can be used as
an indicator for assessing the quality of forecast plans.
Commit Waterfall Displays commit data from different planning cycles for version to
version comparison and analysis. Provides a quick overview of
how the commit has fluctuated over time, which can be used as
an indicator for assessing the quality of commit plans
Forecast Commit Waterfall This sheet displays Forecast and Commit data from various
planning cycles for a version to version comparison and analysis.
It provides a quick overview of how the Forecast and Commit
have fluctuated over time, which can be used as an indicator for
assessing the quality of forecast and commit plans. The report
provides a quick overview of how well the organization was able
to match the changes to the Customer Forecast over time with
the Commit response.
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Reports Available by Section (App)
Pre-configured reports in Forecast Inventory App cont. :
Report Name: Description:
Forecast Commit
PerformanceShows the supplier performance to match the forecast with
commits. It calculates and displays the commit to forecast
ratio for a selected forecast version to help measure the
supplier’s supply responsiveness.
Forecast Commit Cycle
PerformanceCaptures the cycle time for each forecast—commit cycle
and tracks the supplier’s on-time responsiveness to the
customer’s forecast.
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Reports Available by Section (App)
Pre-configured reports for Scheduling Agreement Management
Report Name: Description:
Firm Delivery Schedule
Change Shows Scheduling Agreements with schedule changes, listing
Scheduling Agreement and changed dates.
Supplier Demand
Fulfillment PerformanceDisplays supplier delivery performance based on how many
scheduling agreements were issued, how many of those
orders were delivered with a received quantity greater or equal
to the requested quantity
Supplier On-Time Delivery
PerformanceDisplays how well the supplier meets the scheduling
agreements request date and shipments delivery date.
Supplier On-Time Delivery
Performance (Receipts)Displays how well the supplier meets the scheduling
agreements request date and shipments delivery date with a
breakdown of expected vs received for each order. Not being
used by JCI.
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Accessing and Viewing a Sheet/Report
Click on the sheet icon for the report you desire to access and view its contents
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The Tool Bar: Navigation
To Navigate within E2Open Analytics:
1. In the upper left corner click the Navigation Icon
A drop-down will appear with App overview and
Open hub. App Overview is grayed out when on
App Overview.
App Overview: Returns you to the overview
of all reports in the current App
Open hub: takes you to the 3rd Party Qlik Sense’s
application – not recommended
Click on the overlapping windows symbol to open these in another window
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The App Overview has 2 viewing styles and allows you to view other objects in the App
Toggle between Grid View and List view with the view icons in the upper right corner
App Overview View Style – List or Grid
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Grid Style List View
Zoom/List View
If too zoomed in or
viewing monitor is
small the default view
style is list with a
slightly altered format
Users can also view other
objects such as their
Bookmarks
Stories
More info on these topics
on the Story and
Bookmarks slides
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The Tool Bar: Global Menu
Click on the Global Menu Icon and a drop down will
appear
Global Menu options change dependent on Page:
• App Overview: Help and About options will appear
• Published Sheet: Additionally Export sheet to PDF
• Story: Additionally Publish story, Export story to PowerPoint,
Export Story to PDF, Duplicate Story and Delete Story
See Stories section of material for more information
Help: This will open a new page for the 3rd Party Qlik Sense Help files
About: will open Qlik sense page about current pageStory
App Overview
Published Sheet
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The Tool Bar: Navigation cont.
To Navigate between sheets in an App:
A. 1. In the upper right corner click on the Sheets button, that has the name of the current sheet
A pop up window will appear underneath with all the sheets in the current App
2. Click on the report/sheet you wish to view
The page will refresh and open the sheet/report
B. Click on the arrow buttons to navigate to the next sheet or previous sheet
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A B
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Report Elements
B
D
C
A. Table/Pivot Table- displays data by lines, can be
filtered
B. Visualization- certain reports may have a
visualization, graphical representations of data (i.e.
charts, graphs)
C. Search Filters- On a table click on the magnifying
glass icon on select fields and set the Filter criteria you
desire to display data pertinent to your search only.
On a pivot table use drop-down on columns (not
pictured). This search is applied across all sheets
within an App.
D. Filter Pane - These filters are report specific. You can
further refine your data to zoom into more specific
areas.
E. Selected/Applied filters- shown at the top of a report
for visibility. You can remove them by clicking the (x)
on the right side of the filter tab.
When on a Sheet, you can
further filter data objects to view
the data you desire or to restrict
the report to specific data
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A C
B
DE
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Tools –Report Snapshot, Exploration Menu, Full Screen
When you hover over the visualization (e.g. the pivot table or graph), you can do the following:
A. Report Snapshot- A snapshot works like a screenshot within the reports tool. A
snapshot is a representation of a data object at a certain point in time, it is a copy of
the state. The state of the snapshot does not change when the state of the
corresponding data object is updated. You can use snapshots to create Stories. (see
Stories section)
NOTE: When a Story is published a snapshot will show data to all users (not
just the user for the data in the screenshot), for this reason it is not
recommended to publish any Stories with Snapshots for JCI.
B. Exploration Menu- is used to view the definition of a visualization (graph, chart
etc.), such as the report dimensions and measures; as well as the report formatting,
such as the presentation and colors/legends
C. Full Screen- click the full screen icon to enlarge your report data. Click x in the
upper right corner of Full Screen mode to revert to the normal view.
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A B C
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Exploration Menu
After clicking into the Exploration Menu:
Exit Exploration
Menu
Click Data to view the
dimensions and
measures that
comprise the
visualization
Click Sorting to
change the sorting
order of the dataClick Presentation to
change presentation of
the chart (labels, view,
etc.)
Click Colors and Legend
to set colors, by auto,
dimension, or measure
Note: Any changes made
in exploration will be
removed when the user
exits the App
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Expanding Data on a Sheet
Hover over a table or visualization, and in the upper right corner of the element click the Full Screen icon
to enlarge the data in the element
When in Full Screen mode click on the X in the upper right corner to return to the normal view
Rev 2- Mar 2020
If you can read this Click
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To Reset: Right click on the slide
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If you can read this Click
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Reset the slide.
To Reset: Right click on the slide
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E2Open Report Filtering
Suppliers JCI
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Use Filters and Filter Panes to:
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Display data that only relates to your search
Search within a sheet
Search across all sheets within an app
Lock filter selections
Create secondary filters
View Search result values and values that were not found
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Report Selection Filters: Table vs Pivot Table
Table: Use the Search Filters (magnifying glass Icons) and Filter Pane to apply filters to data on report
Pivot-Table: Use Pivot Filters (click drop-down) and Filter Pane to apply filters to data on report
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How to Filter
1. Click in the appropriate Icon to apply a filter, for the desired field
• For Tables click the magnifying glass icon
• For Pivot Tables click on the down facing arrow icon
• For the Filter plane simply click on the desired filtering field
The Filter Menu will Appear
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How to Filter
2. Click on the selections you want to apply as a filter
Optionally use the search bar to search for specific selection options
The report will immediately apply selected filters as a preview
3. Click the checkmark in the upper right corner of the filter menu to confirm the selection
4. The filter will appear in a tab, in the selections pane
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Use Search Bar
to find specific
data for selection
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Filter Selection States Definition
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E2Open Analytics identifies the filters selected by
users and uses the Report engine to suggest search
outcomes by colors.
1. Click on desired field to open a filter menu:
2. In Search field type desired results
A. Teal with a Check Mark denotes the user’s selected
search filters (appears after clicking on data to filter)
B. Light Blue/Teal denotes Alternative search that is
available for making additional search selections
related to the current filters that have been selected
C. White denotes possible search output that is directly
associated to the user’s selected search filters
D. Grey denotes Excluded state, which means the
values are not associated to the search filters
currently input by the user
A
B
C
D
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Filter Section: Selection Menu
On a report, when clicking on a filter, you will see all option available in their selection states. There is
also a selection menu to assist with selection options.
1. Click the 3 dots in the upper right corner of a filter menu
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A. Select All - will select all options for a
filter, regardless if whether or not is
excluded
B. Select Possible- will select all possible
options in the filter based on current
filters, will not select excluded
C. Select Alternative- if a filter has only
partially been selected (for example 3
order numbers), this will select all
options other than what is currently
selected, will not select excluded
D. Select Excluded- will select all other
options than what’s been
selected/filtered so far, including
excluded options
A
C
A
B
C
D
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Filter Selection: Locking a Filter
Users can click the Lock icon in the Selection Menu after applying a filter
This will cause the filter to remain locked even when clearing all filters, and removes the x from the filter’s
tab.
Users can unlock a filter by clicking on the filter’s tab and clicking Click to Unlock
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Using Filter Selections
Not selecting any items in a filter list is equivalent to “Select All”
In Analytics you cannot delete or erase columns, but you can rearrange columns in
a Pivot Table
Users can change sorting order in a table by clicking on desired column to sort on
You can put a range of dates in your searches, to do this use < , > , and = before
or after your date
Do not put any commas or space in date range
Date should not contain extra zeros in front of month or day
For example, enter >=1/1/2018<1/1/2019, will return result for all dates after and including
(greater than or equal to) January 1st, 2018, but before (less than) January 1st 2019.
Press enter/return key after typing in range to select all dates that apply
Users can paste in a list from an excel column into a filter, then press the
Enter/Return key to select all cells entered, with a limit of up to 30 cells/selections
For example: If I have a list of 50 suppliers in an excel column, if I copy the suppliers and
paste into a supplier filter, it will only paste the first 30 suppliers from that last. I can then go
back to excel copy the remaining 20 and paste it at the end of the first 30 in the filter and hit
enter and it will paste those suppliers now, as well and show all 50 suppliers
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Moving from App to App will remove filters that you applied from any sheets viewed in that App, using Bookmarks
will allow you to re-apply them
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Additional filtering options: Report Sheet Filters
In the Table area, select a value in a field and then click the check box to filter the data by that value only.
All applied filters will show in the Selected/Applied filters area.
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Additional filtering options: Visualization Drill-down
Users can drill down on
visualizations and add
additional filters by clicking on
specific data points on data,
then selecting the checkbox to
apply the selected data filter
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Users can use the
Lasso selection
option to select
multiple data
points to filter on
at a time
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Selections Bar: Search, Undo and more
A. The Undo and the Redo symbols allow you to step back and forward in your filter selections.
B. The Cancel symbol is used to clear all filter selections.
C. The Global Search symbol is used when you desire to locate an item/sheet across the report
portal.
D. The Expand symbol will open the selections tool (see next slide), which is an extension of the
selections bar. This allows you to filter by even more types of data, such as by order number, part
number and several more fields.
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A B C D
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Selections Tool
The selection tool allows users to search on fields that are not located on the current report but that are in the analytics
data. Click the Expand symbol to open the selections tool.
1. Enter search criteria in the search bar in the APP DIMENSIONS section Note: field names vary, best to search on one word at a time
Users can filter on fields such as Buyer Code, Order.Sub Model Type (order type), ship date, and more
2. Click the magnifying glass icon on the field you want to filter on to search. Click the on desired selections.
3. Click the blue checkmark icon to apply filters
Filter will applied and field will move to the SELECTIONS section
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3
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Reset the slide.
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choose the ‘Reset’ button on the
‘Home’ ribbon
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If you can read this Click
on the icon to choose a
picture or
Reset the slide.
To Reset: Right click on the slide
thumbnail and select ‘reset slide’ or
choose the ‘Reset’ button on the
‘Home’ ribbon
(next to the font choice box)
E2Open Report Bookmarks and Stories
Suppliers JCI
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The Tool Bar: Bookmarks and Stories
A. Stories are a presentation of your data (similar to PowerPoint) within an app, that’s been embedded with
sheets, snapshots of your reports/ visualizations, and other objects available in the tool.
Detailed explanation is covered in the “Stories” section within this document.
B. Bookmarks are used to save your search criteria that can be applied within the App that is being
accessed. Here you can access all bookmarks in the app and to create a new bookmark.
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B
“Stories”
“Bookmarks”A B
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Bookmarks: Creating and Using
When you select filters on a sheet you can bookmark these search filter(s):
1. Click the Bookmarks icon (A) to open the Bookmarks window.
2. Click the “Create new bookmark” option, which will be in the upper right corner. (B)
3. By default, system suggests a title which it inherits from the search filter. Alternatively, you can enter a descriptive title for your
bookmark (C). Press Enter to Save.
Click the trash icon to cancel creating a new bookmark.
4. The next time you access the same “App”, when you open the Bookmarks icon, the bookmark you created will be available from the
drop-down.
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Filters
currently
selected to
Bookmark
A
B
C
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Bookmarks: Applying and Deleting
To Apply Selections:
1. Click the Bookmarks icon.
2. Click the Bookmark title to apply the Bookmark.
Or
3. Right-click the desired saved bookmark.
4. Click Apply selections.
To delete a Bookmark:
1. Click the Bookmarks icon in the upper right corner
2. From the Bookmarks list, right-click the desired saved
bookmark.
3. Click Delete.
A verification message will appear.
4. Click Delete in the verification box.
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Stories: Creating and Using
You can use Stories to create a presentation of reports created within an App. The stories created can be
exported into formats such as MS Power Point and PDF.
To Create a Story:
1. Click the Stories icon to Stories window
2. Click Create new story in the upper right corner or in the Stories window
3. Enter a descriptive title for your story in the Title field. Press Enter to save.
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1
2
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Stories: Creating and Using
4. Click an icon to add various elements to your presentation from the elements menu. Click and hold and
drag and drop to place some elements. Snapshot Library: use
snapshots taken from reports
(like screenshots)
Text: use text elements
Shapes: use various
shapes and symbols
Effects: transition
effects for presentation
Sheets Library: embed
live sheets/reports into
the presentation
Note: embedded sheets
will take on currently
applied filters
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Stories: Creating and Using
5. Navigate and create the story with the following tools:
Click the Plus Icon to add
slides to the presentation
Click the Play Icon to
Play the presentation
Undo and Redo: Click to
undo or redo an actions
Click on a slide to
navigate to the slide
Click these icons to Cut,
Copy, Paste and Delete
Elements on a slide
Rev 2- Mar 2020
If you can read this Click
on the icon to choose a
picture or
Reset the slide.
To Reset: Right click on the slide
thumbnail and select ‘reset slide’ or
choose the ‘Reset’ button on the
‘Home’ ribbon
(next to the font choice box)
If you can read this Click
on the icon to choose a
picture or
Reset the slide.
To Reset: Right click on the slide
thumbnail and select ‘reset slide’ or
choose the ‘Reset’ button on the
‘Home’ ribbon
(next to the font choice box)
E2Open Exporting Reports
Suppliers JCI
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Exporting Data from a Sheet
When you right click over a report a pop-up menu with report options appears.
***Note: this menu is also where users can take a snapshot and view their snapshot library
These export options will open
a pop-up for you to select
specifications, and the option
to export or cancel. Images
can be PNG or JPEG. What
happens next is dependent on
your browser and your
settings. The file may be
downloaded automatically, or
you may see a dialog asking
whether you want to save the
file or open it with a specific
application.
Export Data: This option allows you
download the data from the sheet
into an Excel file. From excel you
can further manipulate and filter the
data to see desired data
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